Follow-up on an unpaid invoice
This e-learning course "Recovering an unpaid invoice" will help you to better master this topic in a professional context.
The aim of this course is to help you understand the strategic importance of following up on an unpaid debt.
The examples, scenarios and case studies are designed to be easily transposable into different professional contexts and types of organizations.
Prerequisites
No specific prerequisites are required to follow this course.
Target Audience
Managers, HR managers and employees concerned with the topic of "Recovering an unpaid invoice".
Content
The course is structured into several complementary modules, combining theoretical input, practical exercises and interactive activities to facilitate the appropriation of concepts.
Training path
Effectively recovering outstanding payments from clientsHow to follow up with a client who is late on payment without harming the relationship? If you are asking yourself this question, this…How to follow up with a client who is late on payment without harming the relationship? If you are asking yourself this question, this module is for you.
This e-learning module provides you with the keys to follow up on an unpaid invoice professionally, without damaging the business relationship. Because a simple late payment can, if poorly managed, become a breaking point or impact the company's cash flow, it is essential to adopt an empathetic, structured, and committed approach.
✔ Through this module, you will understand:
- Why proactive management of late payments is crucial
- How to maintain client trust while being firm
- The mistakes to avoid in the initial exchanges
- What your posture says about your company
✅ This module can be taken alone, as a quick and immediately applicable operational training,
OR integrated into our complete path “Customer Service & Customer Success,” to enhance your skills in customer relationship management, loyalty, and financial performance.
Who is it for?
- Customer Success teams wishing to maintain a healthy client relationship despite difficulties
- Credit Managers seeking relational methods that are firm but non-confrontational
At the end of this training, you will know how to follow up on an unpaid invoice with impact, courtesy, and efficiency, by asking the right questions at the right times.
Frameworks and guidelines for an effective business recoveryFundamental module of the "Customer Service & Customer Success" pathway – Can be taken independentlyMaster the essential basics to effectively recover an unpaid invoice…Fundamental module of the "Customer Service & Customer Success" pathway – Can be taken independently
Master the essential basics to effectively recover an unpaid invoice while maintaining a quality customer relationship.
Are you a Customer Success Manager or Credit Manager? Do you regularly face payment delays and seek to adopt a stance that is both professional, firm, and empathetic?
➡ This module is for you.
In "Frameworks and Guidelines for Recovery", you will access the essential references to understand the stakes of a successful recovery, avoid legal pitfalls, and master the codes of informed communication.
You will learn to:
- Identify the different types of unpaid invoices to adapt your recovery strategy.
- Know the legal deadlines and remedies related to payment delays.
- Decode the financial mechanisms behind an unpaid invoice to better anticipate its causes.
- Adopt assertive, respectful yet direct communication to encourage client cooperation.
This module is part of the complete pathway "Recovering an Unpaid Invoice Without Deteriorating the Client Relationship", but can also be taken alone to quickly acquire the key guidelines.
Whether you are in a phase of awareness or in a skills enhancement mindset, this module lays down clear and concrete foundations to professionalize your recoveries.
Effective customer reactivation strategies to maximize salesTake control of a strategically powerful skill to prevent disputes, strengthen customer relationships, and securely boost your revenue.This 100% operational module immerses you in…Take control of a strategically powerful skill to prevent disputes, strengthen customer relationships, and securely boost your revenue.
This 100% operational module immerses you in the most effective techniques for following up with a customer in a situation of non-payment — a delicate moment where every word counts.
What you will master through this module:
• The art of structuring a clear and professional follow-up
• The formulation of precise questions to identify obstacles to payment
• The calm negotiation of a realistic and applicable payment schedule
• Common mistakes... and how to avoid them
• Best communication practices even in tense situations
Designed for Customer Success Manager, Collections Officer, or Credit Manager profiles, this module can be taken independently or integrated into the complete “Customer Service & Customer Success” pathway, for a comprehensive skill enhancement in customer relations in complex contexts.
Bonus: Interactive scenarios inspired by real cases to train you, position yourself, and develop your professional reflexes.
This module is for you if you are looking for a clear, direct, and concrete resource to know:
• How to follow up with a customer without damaging the relationship
• How to structure your follow-ups to avoid escalation
• How to practice assertive and caring communication
• How to manage “bad payers”… without stress
Adapt the follow-up strategy according to customer situationsIndividual module or component of the "Customer Service & Customer Success" courseHow to convince a late-paying customer without alienating them?Because an unpaid invoice can…Individual module or component of the "Customer Service & Customer Success" course
How to convince a late-paying customer without alienating them?
Because an unpaid invoice can hide various reasons (cash flow issues, forgetfulness, dissatisfaction, bad faith...), there is not just one way to follow up, but a method to adapt to each context. This is precisely what you will learn in this module.
This module is for you if:
• You want to maximize your chances of recovering a debt without damaging the customer relationship
• You manage very different customers from one another
• You sometimes lack arguments or flexibility in your follow-ups
Through realistic scenarios, you will be led to:
• Identify weak signals to better understand the customer's posture
• Evaluate possible negotiation levers according to each case
• Test different communication approaches while measuring their impact
This module can be taken individually to quickly improve the management of complex follow-ups, or as part of a complete course on "Customer Service & Customer Success".
Transform every follow-up into an opportunity for dialogue and loyalty, even in the case of unpaid invoices.
Master quiz - Reminder of an unpaid invoiceAn immersive quiz in the style of a TV game show to master the delicate art of customer follow-up.Dive into a unique training experience…An immersive quiz in the style of a TV game show to master the delicate art of customer follow-up.
Dive into a unique training experience with this fun and stimulating module, designed to enhance your skills in Customer Service & Customer Success on the theme of "Reminder of an unpaid invoice". This module can be followed independently or integrated into our complete program "Customer Service & Customer Success", designed for professionals in customer relations and Credit Management.
A TV game show format that challenges you
Inspired by major TV games, this interactive module offers you a quiz with 15 questions to test and consolidate your professional knowledge in a dynamic and engaging format.
Your mission: reach the final level without losing your nerves… or your lives!
Here’s how it works:
- 3 key levels allow you to secure your knowledge gain levels: Question 5, Question 10, and Question 15.
- 3 jokers at your disposal to help you make the right choices:
- 50/50: two incorrect answers are eliminated
- Consultation with an expert: you receive a decision-making hint
- Question postponement: you can replace one question with another
- Diverse questions to validate your understanding of customer issues, behaviors to adopt, and best practices to mobilize for effective follow-up… without damaging the relationship.
Who is this module for?
This module is aimed at Customer Success Managers, Credit Managers, Collection Officers, or Account Managers who wish to acquire or consolidate their skills in the pre-litigation management of payment delays.
Why buy it?
- To permanently anchor good customer follow-up practices
- To revise while having fun thanks to an engaging format
- To provide essential final revision support at the end of a complete program
- To have a tool that can be activated independently or in collective reinforcement
A short, effective, pragmatic module… and incredibly useful.